Leaderdrive(SH:688017) Mei Ri Jing Ji Xin Wen·2026-01-06 03:02Group 1 - The core viewpoint is that the robot sector is entering a significant commercialization phase, particularly with the anticipated launch of Tesla's humanoid robot in 2026, marking a long-term upward cycle for the industry [2] - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 20 billion, covering various segments such as humanoid robots, industrial robots, and service robots, providing investors with a comprehensive investment opportunity in the robot industry chain [2] - Key stocks within the Robot ETF are showing strong upward momentum, with notable gains from companies like Green Harmony and Keri Technology, indicating a positive market sentiment towards the sector [1] Group 2 - Nvidia's CEO Jensen Huang highlighted the robot sector's pivotal moment during the CES 2026 keynote, introducing a series of open-source "physical AI" models, which could further drive innovation and investment in robotics [1] - The trading volume for the Robot ETF surpassed 600 million, with a turnover rate exceeding 2%, indicating strong liquidity and providing investors with flexible adjustment opportunities in a fluctuating market [1] - The report suggests focusing on key companies within the domestic supply chain and specific application scenarios such as logistics, packaging, and sanitation, which are expected to drive growth in the robot sector [2]